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e-file 1065 returns

Use the e-file summary report

The
E-file Summary Report
 shows key amounts from both the locator and the XML e-file side by side for each e-file qualified jurisdiction. This lets you review any differences in key amounts.
note
Even if there are differences, the return can still be submitted for e-file. This is only an alert that the return has been computed subsequent to the last e-file XML creation with different results for key amounts.
You can view the e-file Summary in 2 places:
  • E-file Viewer
    : Select the PDF folder to open the PDF in a separate window.
  • E-file Submission
    : If the amounts match between the locator and the e-file, the e-file Status will be Qualified.
When amounts in the locator and e-file don't match, the e-file status shows
Qualified – Mismatch
 instead of
Qualified
. This occurs when locator amounts change but you don't create a new e-file.
Select
Qualified – Mismatch
 to show the
E-file Summary Report
. Differences are shown in red.
note
You can still submit the return for e-file if the e-file status is
Qualified Mismatch
. This only alerts you that the system computed the return with different key amounts after its last e-file XML creation.
To resolve any differences between the e-file and the tax return numbers, open the locator and re-create the e-file XML file.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: e-file,Reports

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